EVs are not just cars for the city. #longRange #4WD #lithium #NaturalGraphite #nickel #copper #cobalt
Natural #Graphite is #ClimateSmart #anodes #lithium #EV
Latest update on $BAT activities. It’s about partners, finance & the constant effort to lower costs & stay at the bottom of the cost curve #ev #graphite #climateSmartMining @UrbixResources #lithiumbattery #mozambique #downstream #lowEmissions https://www.batteryminerals.com/wp-content/uploads/2019/10/Battery-Minerals-Signs-MoU-with-Leading-US-Group.pdf
Battery Minerals (#ASX: $BAT) partners with US #graphite specialist on proposed treatment facility in Mozambique
https://smallcaps.com.au/battery-minerals-partners-us-graphite-specialist-treatment-facility-mozambique/ @BatteryMinerals
Slowing investment into strategic mineral supply will drive classic predictable commodity market response. First “over sell” then “over buy” then repeat. #history #graphite #lithium #renewables #geopolitics #energy #tradeWar
@SyrahResources worlds largest #graphite producer slows production by 70-80%. Represents 75% of China imports. This will trigger supply anxiety & maybe ++ve price response in short term @BatteryMinerals #lithium #cobalt #renewables #evs
China has acquired controlling interests in 4 undeveloped #graphite projects in #Mozambique over last year #Evs #lithium #anode
It will be interesting to watch US ev industry respond to pending strategic mineral shortages. #graphite
Another up coming Mozambique graphite producer has taken on Chinese SOE as major shareholder. #graphite this now makes 4 China deals in last 12 months. Japan, Korea, USA, EU investment very quiet.
'Australia & the US should form a #battery mineral alliance' - Interesting strategy from former $ORE Chairman & current ioneer CEO James Calaway on ways to challenge China's #lithium & #battery materials dominance https://www.afr.com/news/world/north-america/australia-us-should-form-battery-mineral-alliance-says-lithium-chief-20190522-p51pu7